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SectoralParent: Nifty 500

Nifty Healthcare Index

Total Return Index · Available history 01-04-2005 to 28-10-2026 · 5,351 observations

Compare with Nifty 500Backtest Hero?

Launch date: 18-11-2020. 72.5% of this index's trading days are NSE's pre-launch backtest (marked BT, shaded on the charts). Backtests can benefit from hindsight; post-launch index returns are still not fund returns. Source: Curated catalog launch_date (not independently reverified).

BT = Backtested history by NSE— = not enough history

Nifty Healthcare Index and Nifty 500 on the same 5,351 observed dates, 01-04-2005 – 28-10-2026.

CAGR
14.7%BT
Nifty 500: 13.6%
Annualized volatility
18.4%BT
Nifty 500: 20.1%
Max drawdown
-44.3%BT
Nifty 500: -63.7%
Sharpe
0.58BT
Nifty 500: 0.50
Sortino
0.82BT
Nifty 500: 0.69
Median rolling 5Y CAGR
14.6%BT
Nifty 500: 13.4%

Drawdown and recovery

Full history of Nifty Healthcare Index, 01-04-2005 – 28-10-2026. A drawdown is the fall from the highest close before it.

BT = Backtested history by NSE— = not enough history

Current drawdown
-5.0%
High on 31-08-2026
Gain needed to recover
5.2%
From the latest close back to the high
Time below high
2m
Since the last high
Worst decline
-44.3%
17-06-2008 to 09-03-2009; recovered 08-10-2009 (1y 4m after the high)BT
Longest time below a high
5y 5m
08-04-2015 to 18-09-2020BT
Time spent below a high
91.5%
5 declines of 20% or more

Outcomes by holding period

Every rolling window in the full history, ending on each trading day. Windows overlap, so this describes the past rather than predicting the future.

BT = Backtested history by NSE— = not enough history

Held forLost moneyMedian CAGRWorst CAGRBest CAGRWindows
1 year29.2%14.0%-34.2%111.1%5,094
3 years16.1%17.1%-11.5%40.0%4,580
5 years6.7%14.6%-9.1%33.6%4,106
7 years0.0%13.9%2.2%31.2%3,606
10 years0.0%11.9%6.7%23.4%2,862

Lost money: share of windows with a negative annualized return.

Versus Nifty 500

On the shared dates 01-04-2005 – 28-10-2026, using month-end returns for capture.

BT = Backtested history by NSE— = not enough history

Upside capture
75.6%
Average of 162 months Nifty 500 rose
Downside capture
54.0%
Average of 96 months Nifty 500 fell; lower is better
Months ahead
51.9%
Beat Nifty 500 in this share of 258 months
Longest stretch behind
11y 2m
Relative wealth below its high, 01-09-2015 to still behind

Now 34.2% behind its best point relative to Nifty 500, for 11y 2m. Relative wealth was below an earlier peak on 98.1% of shared trading days.

Backtest Hero? · vs its own history

28-10-2021 – 28-10-2026 · 5 years. Compared with 2,640 equal-length periods from the pre-launch backtest. Difference in CAGR versus Nifty 500: +5.7 pp.
Open full analysis
CAGR
14.2%
Historical percentile 41.6median 16.0%
Volatility
15.0%
Historical percentile 11.4median 18.1%
Max drawdown
-18.3%
Historical percentile 79.5median -35.1%
Sharpe
0.65
Historical percentile 54.2median 0.62

Growth of 100

On 5,351 shared dates from 01-04-2005: 100 became 1,922 vs 1,554 in Nifty 500. Shaded: backtested history before launch.

Drawdown

Percentage decline from the previous peak.

Rolling 3Y CAGR

Calendar-anniversary rolling annualized return. Shared input history starts 01-04-2005; the first plotted rolling-return observation is 04-04-2008, after a complete 3Y-year window.

Rolling 1-year volatility

Up to 252 daily observations, minimum 126, annualized. First plotted observation: 30-09-2005.

Calendar-year returns

Nifty Healthcare Index vs Nifty 500; the difference is in percentage points (pp). Incomplete historical years are labeled (partial); the ongoing year is labeled (YTD). Hover a year for its actual dates.
YearNifty Healthcare IndexNifty 500Difference
2026 (YTD)+10.5%-8.2%
+18.7 pp
2025-1.5%+7.8%
-9.3 pp
2024+41.4%+16.2%
+25.1 pp
2023+34.0%+26.9%
+7.1 pp
2022-10.1%+4.2%
-14.4 pp
2021+19.1%+31.6%
-12.5 pp
2020+57.9%+17.9%
+40.0 pp
2019-5.9%+9.0%
-14.9 pp
2018-5.2%-2.1%
-3.1 pp
2017-1.9%+37.7%
-39.6 pp
2016-13.2%+5.1%
-18.4 pp
2015+12.9%+0.2%
+12.7 pp
2014+47.6%+39.3%
+8.3 pp
2013+21.9%+4.8%
+17.1 pp
2012+33.9%+33.5%
+0.4 pp
2011-11.7%-26.4%
+14.7 pp
2010+36.6%+15.3%
+21.3 pp
2009+71.4%+91.0%
-19.6 pp
2008-29.4%-56.5%
+27.1 pp
2007+18.9%+64.6%
-45.7 pp
2006+24.5%+36.2%
-11.7 pp
2005 (partial)+23.8%+38.5%
-14.7 pp